164 relationship manager jobs at 119 companies in Ripon, CA
2w
Save
Mark Applied
Hide
2w
Broker Relationship Manager
Philadelphia or Dublin
$90k-$179k/yrHybridFull Time
TriNetNYSE: TNET: Manages HR, payroll, and employee benefits for small businesses.
8+ YOEDevelop and manage regional broker strategy; strong executive-level selling and relationship skills; typically 8+ years sales/account management; bachelor’s degree preferred; proficient in Microsoft Office Suite and Salesforce.
Chicago or Austin or Dallas or Houston or Irvine or Los Angeles or Phoenix or Portland or Salt Lake City or San Diego or San Francisco or San Ramon or United States
$100k-$250k/yrRemoteFull Time
Lincoln FinancialNew York Stock Exchange: LNC: Provides life insurance, annuities, and retirement planning services.
5+ YOE5+ years retirement-industry client-facing experience, strong relationship management, ERISA/IRS knowledge, FINRA S6 & S63 and Life & Health licenses required within hire windows, travel up to 30%.
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
7+ YOE7+ years in Relationship Management, Account or Portfolio Management in corporate banking with sales metrics; bachelor’s degree; credit knowledge; Pacific Rim experience preferred.
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
3+ YOEBachelor's degree or equivalent; minimum 3 years direct sales and financial institution experience; regulatory knowledge (CIP/KYC); strong relationship development and advisory skills.
Farmers & Merchants Bank of Central CaliforniaOTCQX: FMCB: A community bank providing commercial lending and deposit services.
3+ YOECommercial lending experience (2–5 years preferred), bachelor’s degree in business/accounting/finance preferred; strong judgement, negotiation, and communication skills; ability to use banking PC applications.
Windows, E-mail, SilverLake, Jack Henry, Microsoft Word, Microsoft Excel, Coretrac
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Consultative sales experience in financial services or B2B; ability to analyze financial statements and advise small businesses; prospecting and portfolio management; familiarity with CRM and banking systems; bachelor's preferred or equivalent experience.
Element SolutionsNYSE: ESI: Produces specialty chemicals for electronics and industrial manufacturing.
7+ YOE3+ MgmtBachelor's degree or equivalent; 7+ years technical experience with 5+ years in IT business partnership in manufacturing or 5–8 years IT service management with 3+ years management; stakeholder engagement, analytics, SOX support; 10–20% travel.
Golden 1 Credit Union: Member-owned cooperative providing banking and diverse lending services.
3+ YOEHigh school/GED required (bachelor's preferred). Minimum 3+ years banker/customer relationship experience; 2 years as MSS II or teller preferred. Strong communication, consultative sales, regulatory knowledge; certified Financial Education Instructor within 6 months; notary if required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, eFunds, Bridger, Card @ Once, EnAct, ECM, Springboard, DSUI, TNav, Wire Exchange, SBO, ADP, Concur, Relationship Manager, Maestro, LPQ, Service Hub
CitiNYSE: C: Providing global banking, investment, and wealth management services.
5+ YOE5+ years experience; strong analytical and communication skills; bachelor\u0002s degree or equivalent; required FINRA registrations (SIE + Series 6/63/65 or Series 7/66) and Insurance Group 1; MLO registration per SAFE Act; proficiency with Microsoft Excel/Outlook/Word and financial planning tools.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
CitiNYSE: C: Global diversified financial services holding.
5+ YOE5-8 years experience; strong analytical, communication, and financial planning skills; Microsoft Office and financial planning software experience; required FINRA registrations and Insurance Group 1 and NMLS registrations within 150 days.
Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
Suess Insurance Services: Independent insurance agency providing comprehensive business and personal insurance solutions.
California Life & Health license (or ability to obtain), experience in employee benefits or account management, knowledge of medical/dental/vision/life/disability products, Microsoft Office and Employee Navigator proficiency, strong communication and organizational skills.
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
2+ YOE2+ years customer service experience, ability to build and manage customer relationships, ability to obtain FINRA Series licenses, state insurance license(s), SAFE registration, and work most Saturdays.
Pleasanton - Relationship Manager 2 - Full Time - Onsite (No.CA)
Pleasanton, California, United States
$28-$42/hrOnsiteFull Time
Nuvision Federal Credit Union: Member-owned institution providing personal and business financial banking services.
1.5+ YOE18 months financial institution experience with prior loan experience; strong knowledge of deposit and loan products; proficiency with Microsoft Outlook, Word, and Excel; excellent verbal and written communication; notary and NMLS registration preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, APPRO
Five Star BankNASDAQ: FSBC: Provides business banking and commercial lending services in California.
Thorough knowledge of branch operations, supervisory experience, strong customer service, attention to detail, excellent written and verbal communication, and proficiency with Word, Excel, and Outlook.
Microsoft Word, Microsoft Excel, Microsoft Outlook
Valley First Credit Union: Member-owned cooperative providing retail and business financial services.
3+ YOE3+ years related experience in banking/credit union; high school diploma/GED; leadership preferred; willing to obtain/transfer NMLS registration; knowledge of BSA/Patriot Act/OFAC; ability to work independently and handle escalations.
Business Banking Relationship Manager - Stockton, CA- Up To $25,000 Sign On Bonus Available
Stockton, California, United States
$104k-$127k/yrHybridFull Time
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
5+ YOEBachelor's degree or equivalent experience; 5–7 years relevant experience; proven business development and credit risk management skills; knowledge of local market; strong communication and collaboration skills.
Stockton or Sandy or Salt Lake City or United States or Canada or United Kingdom or Ireland
$125k-$160k/yrOnsiteFull Time
STO Building Group: Provides comprehensive commercial construction and project management services globally.
5+ YOEOSHPD experience, bachelor\u0002s in civil engineering/construction management or equivalent, preferably 5+ years commercial construction, estimating and contractual knowledge, ability to manage schedules, budgets, procurement, quality, safety, and client relationships.
Harbor Wholesale: Distributes food and convenience products to retail businesses.
2+ YOELead category analytics and assortment for foodservice products; build vendor relationships, negotiate costs and promotions, use ERP systems; 2+ years CPG/wholesale experience and bachelor’s in business preferred.
Sunbelt Controls: Provides building automation and systems integration for energy-efficient facilities.
5+ YOEDegree in engineering (bachelor's or associate with equivalent experience), 5+ years construction experience, 10+ years total experience for bachelor's path, project management, ALC programming familiarity, ability to manage finances, procurement, and lead client relationships.